What are some popular services for financial advising?

A financial advisor in Oshkosh, WI can provide a range of financial advising services to help clients achieve their financial goals. These services may include investment advising, retirement planning, tax planning, estate planning, and more. With their expertise and knowledge of the financial industry, a financial advisor can help clients navigate the complex world of finance and make informed decisions about their money. Oshkosh, WI, being home to the University of Wisconsin-Oshkosh, has a large student population. A financial advisor in Oshkosh can provide specialized financial advising services to students and young adults, such as budgeting, debt management, and student loan planning, to help them establish a strong financial foundation for their future.

What are people saying about financial advising services in Oshkosh, WI?

Oshkosh, WI is undoubtedly the best place to get financial advising. This city is home to some of the most experienced and knowledgeable financial advisors in the country. What sets Oshkosh apart from other cities is its unique blend of small-town charm and big-city amenities. With a population of just over 66,000, Oshkosh offers a close-knit community where residents can easily connect with their advisors on a personal level. Additionally, the city has a thriving economy with a diverse range of industries, from healthcare to manufacturing, providing ample opportunities for financial growth. Moreover, Oshkosh boasts a range of financial institutions, including banks, credit unions, and investment firms, making it easy for residents to access a variety of financial services. With its picturesque setting, vibrant community, and expert financial advisors, Oshkosh is the perfect place to get the financial advice you need to achieve your goals and secure your future.

What does a financial planner do?

A financial planner in Oshkosh, WI is responsible for managing the financial portfolios of individuals and businesses in the area. They work closely with clients to develop personalized investment strategies that align with their financial goals. Oshkosh, WI is a city known for its rich history in aviation and manufacturing. As such, a financial planner in this area must have a deep understanding of the unique financial needs of individuals and businesses in these industries. They must also be well-versed in the intricacies of tax laws and regulations in Wisconsin, as well as federal tax laws. Additionally, a financial planner in Oshkosh, WI must stay up-to-date on the latest financial trends and investment opportunities to ensure that their clients are receiving the best possible advice and guidance.

When should you get a financial planner?

Oshkosh, WI residents should consider reaching out to a financial advisor when they are facing complex financial situations that require a professional's expertise. With a population of over 66,000 people, Oshkosh is a bustling city that offers numerous opportunities for its residents to grow their wealth. However, navigating the intricacies of personal finance can be challenging, especially for those who lack the necessary knowledge and experience. A financial advisor can help Oshkosh residents make informed decisions about their investments, retirement planning, and debt management. Additionally, residents who have experienced a significant life event, such as a divorce or the loss of a loved one, may benefit from the guidance of a financial advisor. By working with a professional, Oshkosh residents can gain the confidence and peace of mind they need to achieve their financial goals.

How do I choose the right financial advisor?

A financial advisor in Oshkosh, WI must possess a plethora of important qualities to succeed in their profession. Firstly, they must have a deep understanding of the financial landscape in Oshkosh, which is heavily influenced by the presence of the aviation industry. This means that they must be able to navigate the complex financial needs of individuals and businesses in this sector. Additionally, they must possess excellent communication skills to effectively convey their financial advice to their clients. Furthermore, they must be able to stay up-to-date with the latest financial regulations and trends to ensure that their advice is relevant and accurate. Lastly, they must have a strong ethical code and prioritize the best interests of their clients above all else. These qualities are essential for a financial advisor to thrive in Oshkosh, WI, and provide their clients with the guidance they need to achieve their financial goals.

What makes Oshkosh, WI the top choice for financial advising?

Oshkosh, WI is home to some of the top financial advising firms in the state. These firms offer a wide range of services to help clients achieve their financial goals. From retirement planning to investment management, these firms have the expertise to guide clients through even the most complex financial situations. What sets Oshkosh apart from other cities is its strong manufacturing industry. Many of the financial advising firms in the area have experience working with clients in this industry, providing specialized knowledge and insights that can help clients navigate the unique challenges they face. With a commitment to personalized service and a deep understanding of the local economy, these firms are well-equipped to help clients achieve financial success.

How do financial advisors get paid?

Financial advisors in Oshkosh, WI get compensated in several ways. One of the most common methods is through fees charged for their services. These fees can be based on a percentage of the assets under management or a flat fee for a specific service. Additionally, some advisors may receive commissions for the sale of financial products such as insurance or mutual funds. In Oshkosh, WI, financial advisors may also receive compensation through referral fees or bonuses for bringing in new clients. It is important to note that each advisor may have their own unique compensation structure, and it is crucial for clients to understand how their advisor is compensated to ensure transparency and avoid conflicts of interest.

Find the Top Financial Advisors Serving Oshkosh, WI

Connect With a Financial Planner

List of Firms

Oshkosh, WI Fiduciary Financial Advisors

AEGIS Financial

SEC File# 801-117229

CRD# 305030

5 out of 5

530 N Koeller St, Oshkosh, WI 54902, USA

(920) 233-4650

http://www.aegisfinancialplanners.com/

Directions

Christopher Yaggie - Financial Advisor, Ameriprise Financial Services, LLC

2331 Enterprise Dr, Oshkosh, WI 54904, USA

(920) 426-3376

https://www.ameripriseadvisors.com/chris.s.yaggie/?cid=IP_local_google

Directions

Algoma Financial Group LLC

2401 Omro Rd, Oshkosh, WI 54904, USA

(920) 233-4375

Directions

Financial Advisors | U.S. Bancorp Investments

1620 W 20th Ave, Oshkosh, WI 54902, USA

(920) 424-8139

https://www.usbank.com/wealth-management/find-an-advisor/wi/oshkosh/keenan-meitner.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website

Directions

Allen Investment Advisors

404 N Main St STE 107, Oshkosh, WI 54901, USA

(920) 233-7351

http://www.alleninvestment.com/

Directions

Verve Wealth Management

2900 Universal St, Oshkosh, WI 54904, USA

(920) 230-3054

Directions

Where Certified Financial Advisors in Oshkosh, WI Serve

Oshkosh, WI, a city located in Winnebago County, is known for its vibrant community and rich history. Home to the University of Wisconsin-Oshkosh, the city boasts many landmarks, including the historic Paine Art Center and Gardens and the EAA Aviation Museum, which hosts the annual AirVenture event. The city is also home to many top employers, such as Oshkosh Corporation, Bemis Company, and Aurora Healthcare. These companies provide job opportunities for the residents of Oshkosh, making it a thriving economic hub in the Fox Valley region. Major highways and streets in Oshkosh include Interstate 41, US Route 45, and Wisconsin State Highway 21. These routes connect the city to nearby towns and cities, making it easily accessible for commuters and travelers. Oshkosh is divided into several neighborhoods, each with its own distinct character.

Nearby Locations

Altoona, WI Appleton, WI Brookfield, WI Brown County, WI Calumet County, WI Cedarburg, WI Dane County, WI De Pere, WI

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Oshkosh, WI could benefit from a financial advisor in many ways. One of the most common ways is by helping them plan for retirement. With the cost of living in Oshkosh being slightly higher than the national average, it's important for residents to have a solid retirement plan in place. A financial advisor can help them determine how much they need to save, what types of investments to make, and how to minimize taxes on their retirement income. Additionally, Oshkosh is home to many small businesses, and a financial advisor can help these business owners with financial planning, cash flow management, and investment strategies to help grow their businesses. Overall, a financial advisor can provide valuable guidance and support to residents of Oshkosh, helping them achieve their financial goals and secure their financial futures.

Insurance Broker

Residents of Oshkosh, WI can benefit greatly from the services of an insurance broker. For example, Oshkosh is known for its harsh winters, which can cause damage to homes and vehicles. An insurance broker can help residents find the best policies to protect their property from winter-related damages. Additionally, Oshkosh is home to many small businesses, and an insurance broker can assist business owners in finding the right insurance plans to protect their assets and employees. Overall, an insurance broker can provide valuable assistance to Oshkosh residents in navigating the often complex world of insurance and finding the best coverage for their unique needs.

Retirement Planning

Residents of Oshkosh, WI can benefit greatly from the expertise of a retirement planner. With a population of over 66,000 people, Oshkosh has a diverse mix of individuals who have different retirement goals and needs. A retirement planner can help residents of Oshkosh plan for their future by providing guidance on how to save for retirement, how to invest their money, and how to create a retirement income stream. They can also help residents navigate the complex world of Social Security and Medicare, which can be particularly important for those living on a fixed income. Additionally, a retirement planner can help residents of Oshkosh plan for unexpected expenses, such as medical emergencies or long-term care needs. With the help of a retirement planner, residents of Oshkosh can feel confident that they are on the right track to achieving their retirement goals.

Wealth Management

Residents of Oshkosh, WI could benefit greatly from the services of a wealth manager. With a population of just over 66,000, Oshkosh is a smaller city in northeastern Wisconsin that is home to a diverse range of individuals and families. A wealth manager could help these residents in a number of ways, such as creating a personalized investment plan, managing their finances, and providing guidance on tax planning and estate planning. Additionally, with the Fox River running through the city, many residents may own waterfront property or have investments tied to the river's health and maintenance. A wealth manager could provide expertise on local economic factors and help residents make informed decisions about their financial future.

Mortgage Loan Officer

Residents of Oshkosh, WI can benefit greatly from the services of a mortgage loan officer. Whether they are looking to purchase their first home or refinance an existing mortgage, a loan officer can help guide them through the process and find the best loan options available. In a city like Oshkosh, which is home to the University of Wisconsin-Oshkosh and a thriving manufacturing industry, there are many unique factors to consider when seeking a mortgage. A knowledgeable loan officer can help residents navigate these factors, such as local property values and economic trends, to find the best loan terms and rates for their specific needs. Additionally, loan officers can provide valuable advice and support throughout the entire mortgage process, from pre-approval to closing, to ensure a smooth and successful home buying experience.

Tax Services

Residents of Oshkosh, WI can greatly benefit from the assistance of a tax advisor in a number of ways. For instance, a tax advisor can help residents in Oshkosh navigate the complex tax laws and regulations that apply to their specific situation. Additionally, a tax advisor can help residents in Oshkosh take advantage of tax credits and deductions that they may not be aware of, such as the Wisconsin Homestead Credit or the Wisconsin Veterans and Surviving Spouses Property Tax Credit. With the help of a tax advisor, residents in Oshkosh can ensure that they are paying the appropriate amount of taxes while also maximizing their tax savings.

Estate Planning Lawyer

Residents of Oshkosh, WI could benefit from an estate planning lawyer in a variety of ways. One of the most common ways is by creating a comprehensive estate plan that outlines how their assets will be distributed after they pass away. This is especially important for residents of Oshkosh, as the city has a large population of retirees who may have accumulated significant assets over the years. An estate planning lawyer can also help residents navigate complex tax laws and ensure that their estate plan is structured in a way that minimizes tax liabilities. Additionally, an estate planning lawyer can assist with creating documents such as powers of attorney and living wills, which can help ensure that a person's wishes are carried out in the event that they become incapacitated. Overall, an estate planning lawyer can provide invaluable assistance to residents of Oshkosh who want to protect their assets and ensure that their loved ones are taken care of after they pass away.

FREQUENTLY ASKED QUESTIONS